Financial Solutions Advisor Registration Candidate-Howard County, MD

Financial Solutions Advisor Registration Candidate-Howard County, MD

To proceed with your application, you must be at least 18 years of age.

To proceed with your application, you must be at least 18 years of age.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele

Skills:

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Referral Management
• Client Management
• Customer and Client Focus
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

(Bank of America logo shown periodically throughout)

At Bank of America, I get to make a difference every day.

Please see important information at the end of this video.

As an Advisor, my job is to advise my clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals.

Advise clients on their investment goals in order to pursue those goals

I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. I match my knowledge of financial markets and investment products with clients individual investment needs.

A key part of my role is accomplishing performance goals through consultative, needs-based analysis and organized follow-up with my clients.

Accomplishing performance goals through needs-based analysis and client follow-up

When I first started, I had a lot to learn about the investment world and compliance standards but I was equipped with the tools and training I needed to succeed.

In my last job, I worked mostly on my own. Here, I get to work in a team environment every day.

I even get some of my best referrals from my teammates. And since I work with people in so many different departments, Im able to build connections and learn more about other roles. Everyone here is really supportive of your career growth.

I meet with my manager on a regular basis to talk about my goals, and she gives me advice for how to make them a reality.

Regular meetings with your manager to make your goals a reality

As an Advisor, you will participate in the award-winning Academy at Bank of America.

Trained by the award-winning Academy at Bank of America

Brandon Hall Gold Award for Learning and Development

From my first day to today, the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses. I was provided with dedicated study time, training, and support

While studying for Security Licenses, the Academy at Bank of America provides:

? Dedicated study time

while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.

? Securities Industry Essentials

Im hoping to move into a leadership role in the future and I feel Ill be able to make this a reality, thanks to my manager and the people around me.

And its that kind of support that makes it so easy to support my clients every day. We all have goals. Pursue yours at Bank of America and Merrill.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

To proceed with your application, you must be at least 18 years of age.

To proceed with your application, you must be at least 18 years of age.

Age requirement: Must at least be 18 years of age.

Maryland pay and benefits information

Maryland pay range:

$28.85 - $33.65hourly pay, offers to be determined based on experience, education and skill set.

This role is compensated with a base salary and is not incentive eligible.

This role is currently benefits eligible .We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling 1.877.760.2076 . This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Please note : Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.

Important notice:
You are now leaving a Bank of America website.

By clicking Continue , you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Please refer to the websites posted privacy terms and use.

You can click the Continue button to proceed or the Cancel button to return to the previous page.

#J-18808-Ljbffr